3/26/2024 | HighPoint Advisor Group LLC | 73,869 | $11.47M | 0.9% | N/A | 0.003% | |
3/26/2024 | Napatree Capital LLC | 2,323 | $0.36M | 0.4% | N/A | 0.000% | |
3/25/2024 | Quadrature Capital Ltd | 126,301 | $19.80M | 0.4% | -9.8% | 0.005% | |
3/22/2024 | Livelsberger Financial Advisory | 682 | $0.11M | 0.1% | N/A | 0.000% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 308 | $48K | 0.0% | +528.6% | 0.000% | |
3/19/2024 | Accent Capital Management LLC | 1,569 | $0.25M | 0.2% | N/A | 0.000% | |
3/19/2024 | M3 Advisory Group LLC | 3,139 | $0.49M | 0.6% | N/A | 0.000% | |
3/18/2024 | CoreFirst Bank & Trust | 17,098 | $2.68M | 1.8% | -5.6% | 0.001% | |
3/15/2024 | Skyline Advisors Inc. | 2,395 | $0.38M | 0.2% | N/A | 0.000% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 2,250 | $0.35M | 0.2% | N/A | 0.000% | |
3/15/2024 | Cape ANN Savings Bank | 20,372 | $3.24M | 2.1% | -2.6% | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 141,684 | $22.21M | 0.6% | -4.6% | 0.006% | |
3/14/2024 | Hennessy Advisors Inc. | 43,550 | $6.83M | 0.3% | +27.0% | 0.002% | |
3/14/2024 | Walden Wealth Partners LLC | 5,308 | $0.83M | 0.5% | N/A | 0.000% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 14,674 | $2.30M | 1.8% | N/A | 0.001% | |
3/14/2024 | Leo Wealth LLC | 781,569 | $122.52M | 12.7% | N/A | 0.032% | |
3/14/2024 | Golden Road Advisors LLC | 1,517 | $0.24M | 0.2% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 61,913 | $9.70M | 1.8% | -1.5% | 0.003% | |
3/13/2024 | Sivia Capital Partners LLC | 3,776 | $0.59M | 0.3% | N/A | 0.000% | |
3/12/2024 | PVG Asset Management Corp | 3,899 | $0.61M | 3.0% | +28.8% | 0.000% | |
3/12/2024 | Cove Private Wealth LLC | 8,870 | $1.39M | 1.3% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 229,387,671 | $35.95B | 0.8% | +0.0% | 9.523% | |
3/11/2024 | Wahed Invest LLC | 41,171 | $6.45M | 1.7% | +7.8% | 0.002% | |
3/11/2024 | Red Mountain Financial LLC | 2,044 | $0.32M | 0.5% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 141,709 | $22.21M | 1.5% | -10.6% | 0.006% | |
3/8/2024 | ICA Group Wealth Management LLC | 9,143 | $1.43M | 0.3% | +0.9% | 0.000% | |
3/7/2024 | Brown Shipley& Co Ltd | 1,790 | $0.28M | 0.1% | -46.9% | 0.000% | |
3/7/2024 | Objective Capital Management LLC | 2,470 | $0.39M | 0.3% | -7.5% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 19,359 | $3.07M | 0.1% | +98.3% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 2,022 | $0.32M | 0.4% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 6,350,176 | $995.33M | 0.5% | -15.2% | 0.264% | |
3/5/2024 | Gerber LLC | 1,802 | $0.28M | 0.3% | N/A | 0.000% | |
3/5/2024 | Stonebridge Capital Management Inc. | 41,109 | $6.44M | 3.1% | +0.4% | 0.002% | |
3/5/2024 | Greenwood Capital Associates LLC | 85,814 | $13.45M | 1.7% | -0.3% | 0.004% | |
3/5/2024 | Slagle Financial LLC | 25,926 | $4.06M | 0.5% | +102.0% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 24,019,725 | $3.76B | 0.7% | +16.4% | 0.997% | |
3/5/2024 | Twin Focus Capital Partners LLC | 3,901 | $0.61M | 0.1% | N/A | 0.000% | |
3/4/2024 | Tucker Asset Management LLC | 5,016 | $0.79M | 0.2% | -3.2% | 0.000% | |
3/4/2024 | Congress Asset Management Co. MA | 91,473 | $14.34M | 0.1% | -7.8% | 0.004% | |
3/4/2024 | Richardson Financial Services Inc. | 343 | $54K | 0.0% | N/A | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 3,494 | $0.55M | 0.1% | +39.9% | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 1,420 | $0.22M | 0.2% | N/A | 0.000% | |
3/1/2024 | Royal London Asset Management Ltd. | 1,619,599 | $253.86M | 0.7% | +3.4% | 0.067% | |
3/1/2024 | Creekmur Asset Management LLC | 4,525 | $0.71M | 0.2% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 1,183 | $0.19M | 0.1% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 1,229 | $0.19M | 0.1% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 2,976 | $0.47M | 0.1% | -7.6% | 0.000% | |
2/29/2024 | Quintet Private Bank Europe S.A. | 27,370 | $4.29M | 0.3% | -32.2% | 0.001% | |
2/28/2024 | American International Group Inc. | 611,455 | $95.84M | 0.4% | -2.6% | 0.025% | |
2/28/2024 | EP Wealth Advisors LLC | 459,019 | $71.95M | 0.9% | +1.4% | 0.019% | |
2/27/2024 | Counterweight Ventures LLC | 1,378 | $0.22M | 0.2% | N/A | 0.000% | |
2/26/2024 | Syon Capital LLC | 27,041 | $4.24M | 0.4% | +44.2% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 11,117 | $1.74M | 0.1% | +2.4% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 58,860 | $9.23M | 0.5% | -9.5% | 0.002% | |
2/26/2024 | Virtu Financial LLC | 11,442 | $1.79M | 0.1% | -17.2% | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 209,218 | $32.79M | 0.3% | -11.2% | 0.009% | |
2/26/2024 | Neo Ivy Capital Management | 6,322 | $0.99M | 2.2% | N/A | 0.000% | |
2/23/2024 | Cim LLC | 11,321 | $1.82M | 0.3% | N/A | 0.000% | |
2/23/2024 | Arkansas Financial Group Inc. | 1,836 | $0.29M | 0.1% | -31.5% | 0.000% | |
2/23/2024 | TKG Advisors LLC | 11,656 | $1.83M | 1.1% | +2.4% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 15,920 | $2.53M | 0.1% | -0.9% | 0.001% | |
2/23/2024 | Beacon Financial Group | 23,402 | $3.67M | 0.4% | -3.7% | 0.001% | |
2/22/2024 | Kampmann Melissa S. | 24,036 | $3.77M | 3.2% | +1.9% | 0.001% | |
2/22/2024 | Sierra Summit Advisors LLC | 8,693 | $1.36M | 0.4% | N/A | 0.000% | |
2/22/2024 | Auxier Asset Management | 75,532 | $11.84M | 1.9% | -1.0% | 0.003% | |
2/21/2024 | Raleigh Capital Management Inc. | 6,486 | $1.02M | 0.5% | -13.8% | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 6,442 | $1.01M | 0.2% | -2.7% | 0.000% | |
2/21/2024 | Chelsea Counsel Co. | 26,754 | $4.19M | 2.2% | -5.7% | 0.001% | |
2/21/2024 | Garde Capital Inc. | 2,084 | $0.33M | 0.0% | +16.8% | 0.000% | |
2/21/2024 | American Trust | 43,881 | $6.88M | 0.5% | +2.9% | 0.002% | |
2/21/2024 | V Square Quantitative Management LLC | 33,117 | $5.19M | 1.2% | +83.2% | 0.001% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 23,446 | $3.68M | 2.1% | -5.6% | 0.001% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 10,122 | $1.59M | 1.1% | N/A | 0.000% | |
2/20/2024 | GLOBALT Investments LLC GA | 20,231 | $3.17M | 0.1% | N/A | 0.001% | |
2/20/2024 | Able Wealth Management LLC | 430 | $67K | 0.1% | N/A | 0.000% | |
2/20/2024 | Birmingham Capital Management Co. Inc. AL | 42,012 | $6.59M | 2.6% | -6.6% | 0.002% | |
2/20/2024 | Sunpointe LLC | 3,171 | $0.50M | 0.6% | N/A | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 796 | $0.13M | 0.1% | N/A | 0.000% | |
2/20/2024 | Taylor Financial Group Inc. | 2,699 | $0.42M | 0.3% | N/A | 0.000% | |
2/17/2024 | Madison Wealth Partners Inc | 2,238 | $0.35M | 0.1% | -9.3% | 0.000% | |
2/17/2024 | FIL Ltd | 1,954,471 | $306.34M | 0.3% | -8.7% | 0.081% | |
2/16/2024 | Wesbanco Bank Inc. | 216,031 | $33.86M | 1.9% | -15.2% | 0.009% | |
2/16/2024 | Burford Brothers Inc. | 8,925 | $1.40M | 1.0% | N/A | 0.000% | |
2/16/2024 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 1,207,882 | $189.30M | 0.2% | -30.7% | 0.050% | |
2/16/2024 | Hobbs Group Advisors LLC | 2,905 | $0.46M | 0.2% | N/A | 0.000% | |
2/16/2024 | Peloton Wealth Strategists | 16,433 | $2.58M | 1.1% | -3.2% | 0.001% | |
2/16/2024 | D L Carlson Investment Group Inc. | 37,401 | $5.91M | 1.2% | -18.8% | 0.002% | |
2/16/2024 | Winslow Asset Management Inc. | 31,248 | $4.90M | 1.0% | -0.4% | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 19,359 | $3.07M | 0.1% | +98.3% | 0.001% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 9,353 | $1.47M | 0.9% | -1.3% | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 418,435 | $65.59M | 2.4% | N/A | 0.017% | |
2/16/2024 | Childress Capital Advisors LLC | 10,511 | $1.65M | 0.5% | -17.1% | 0.000% | |
2/16/2024 | Oarsman Capital Inc. | 18,344 | $2.88M | 0.8% | +2.1% | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 26,057 | $4.08M | 0.2% | +4.1% | 0.001% | |
2/16/2024 | Security National Bank of SO Dak | 17,684 | $2.77M | 1.8% | +3.1% | 0.001% | |
2/16/2024 | Security National Bank of Sioux City Iowa IA | 15,435 | $2.42M | 1.8% | -0.9% | 0.001% | |
2/16/2024 | Cim Investment Management Inc. | 7,144 | $1.12M | 0.4% | -10.2% | 0.000% | |
2/16/2024 | Clarity Asset Management Inc. | 1,382 | $0.22M | 0.2% | N/A | 0.000% | |
2/16/2024 | Wealthquest Corp | 9,812 | $1.54M | 0.2% | -1.7% | 0.000% | |
2/16/2024 | Aspect Partners LLC | 578 | $91K | 0.1% | N/A | 0.000% | |